Reckitt Benckiser Share Discussion Threads

[icf absolute] 10/1/2012 19:42

Credit Suisse also pushing it today

[shuisky] 07/12/2011 13:47

You fellahs might enjoy this write up...

goo.gl/N50VG

[thedickster] 01/12/2011 13:30

got stopped out yesterday for a small loss in all of the irrational exhuberence! Still really do think that longer term it will disappoint as the chart looks pretty 100% bearish in terms of a v large topping formation over the last 2 years and bless hime Pter H just sold another £ 9 million squids worth this am, that's the thick end of £23 million disposed of in two days, he has kept 12,916. Will look for another entry point but at the moment with all the ......oh we are fine now bullishness around in general, that might mean a wait

[thedickster] 30/11/2011 12:33

Yep, quite a chunk, though as i say, thinking "contrarianly" this probably strongly indicates no dire news. I think Mary's buy the other day was "symbolic" as i think that was the first time she bought since joining. Looks like the beginnings of a Santa Rally in FTSE today LOL!! Bart was THE man at RB. and without his , things may get a little tougher

[essentialinvestor] 30/11/2011 12:07

also noticed the share sale, being short you must have smiled reading that.

[thedickster] 30/11/2011 12:03

Chart says this totally rogered long term, key support from 2005 upward line will be breached soon and has just fallen out of a triangle formed in the last month or so, £26 target, though this aint likely to happen soon as Peter H, dumped 418,000 shares this, a.m. so we will have to wait a bit.................................of course, i'm short

Reckitt Benckiser Deputy Chairman Peter Harf Sells 0.42 Million Shares/3209P
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Reckitt Benckiser (LSE:RB.)
Intraday Stock Chart
Today : Wednesday 30 November 2011
Reckitt Benckiser Group PLC (RB.L), a household, health and personal care which houses the cillit bang, airwick and durex brands among its portfolio, said Wednesday Peter Harf, Deputy Chairman, sold 416,000 Ordinary shares on Nov. 29 at GBP32.0892 a share and is now interested in 416,000 shares, or 0.06%.

Shares in London at 0935 GMT down 30 pence, or 0.9%, at 3170 pence valuing the company at GBP23.31 billion.

-By Ian Walker, Dow Jones Newswires; 44-20-7842-9296

[deltar] 25/11/2011 09:24

Don't forget that RB has bought the rights to Futura Medical's CSD 500 condom which should go on sale in 2012 (to coincide with the Olympics).

[essentialinvestor] 24/11/2011 11:13

Looks like a new trading range ICF.

[icf absolute] 16/11/2011 12:47

great trading range 32 - 35

[philo124] 16/11/2011 10:43

OK, thanks, wait for a bad day, end of the world scenario,& try to buy @ 2950p.

[icf absolute] 16/11/2011 10:26

The Bear Man - 10 Nov'11 - 19:49 - 213 of 215
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> i couldnt disagree more. Suboxone has been off patent for a while now and no generic has yet been launched. Teva recently announced that they have no immediate plans to launch a generic. Moreover, RB have made excellent progress in transferring existing suboxone users over to the new film strip, exclusively patented by RB until 2030, i believe over 50% of users are now on the film strip.

Also, RB/'s EM exposure is excellent, now accounting for over 40% of group revenues and increasing. With regards to SSL - it depends on what time frame you're using when you say the acquisition has been 'value destructive', I guess you havent seen the new CSD500? This will be a blockbusting product and massively value accretive imo

With zero debt on the balance sheet, a high single digit free cash flow yield and the company trading at its lowest PE multiple in over a decade, i believe an investor is being very well compensated by owning this stock

[icf absolute] 16/11/2011 10:18

Upgraded by Citi today, RB/ is one their top growth pick for 2012

[essentialinvestor] 10/11/2011 20:28

I would doubt the RB. rumours re ULVR ever had much substance.

[the bear man] 10/11/2011 19:49

suboxone off patent, SSL likely was a destructive acquisition, high esposure to Europe and US, hence lowish in emerging markets, thailand manufacturing, etc. not looking so good is it?

[essentialinvestor] 10/11/2011 18:20

ULVR may divest some food brands however I do not think
they need RB.

[batman9] 10/11/2011 18:17

Unilever exploring options to restructure food business

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Unilever has been exploring the sale of its condiments business, but the idea emanated from Unilever's effort earlier this year to orchestrate a takeover of Reckitt Benckiser, and it's not clear Unilever is still considering the divestiture, said a second banker. Unilever reportedly explored making an offer for Reckitt Benckiser last July.

Unilever would need to offload a large asset in order to finance a bid for a company as large as Reckitt, said the second banker. Reckitt Benckiser's market cap is GBP 14.5bn, and Unilever's is USD 92.8bn.

Despite recent rumors and news reports that Unilever will split up the company into two companies, one focusing on food and the other on household products and personal care, this transaction is not part of the plan currently, said the two industry bankers.

The company views the two business too integrated in emerging markets, which is a region that is driving growth at the company, to separate. It is difficult to separate the two businesses, but it is something the company is continuing to consider, said the first banker. Unilever will continue to be an aggressive acquirer of household and personal care businesses, said the second banker.

[the bear man] 09/11/2011 09:07

bart becht was the man behind the success here. why did he really leave? i wonder if there are skeletons in the cupboard, might take a couple of years to find out.

[philanderer] 08/11/2011 20:23

Still sitting on my hands with this one.... Just not sure :-S

[the bear man] 08/11/2011 15:16

i see the japs pumping this up, could be an opportune time to sell? results were hardly inspiring